投资组合差异对比
Caisse De Depot Et Placement Du Quebec
Q1 2026 ⇄ Q2 2026
+112已添加
−90清仓
200已调整规模
25未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| GPN GLOBAL PMTS INC | 4.88K | 759.78K | +15466.0% |
| PODD INSULET CORP | 1.42K | 170.29K | +11909.4% |
| IEX IDEX CORP | 1.13K | 128.29K | +11293.1% |
| CDE COEUR MNG INC | 15.57K | 1.39M | +8850.5% |
| CW CURTISS WRIGHT CORP | 555 | 46.18K | +8220.4% |
| ALNY ALNYLAM PHARMACEUTICALS… | 1.99K | 85.75K | +4213.3% |
| PFG PRINCIPAL FINANCIAL… | 11.01K | 401.65K | +3548.4% |
| NNN NNN REIT INC | 8.80K | 275.23K | +3027.6% |
| BKNG BOOKING HOLDINGS INC | 41.84K | 1.29M | +2982.1% |
| KVUE KENVUE INC | 28.84K | 844.65K | +2829.3% |
| PH PARKER-HANNIFIN CORP | 5.56K | 153.76K | +2666.0% |
| KLAC KLA CORP | 45.40K | 1.20M | +2549.4% |
| SRE SEMPRA | 67.27K | 1.68M | +2398.6% |
| NXPI NXP SEMICONDUCTORS N V | 2.79K | 63.43K | +2175.9% |
| RKLB ROCKET LAB CORP | 7.24K | 153.43K | +2020.7% |
| RJF RAYMOND JAMES FINL INC | 11.03K | 226.39K | +1952.5% |
| GAP GAP INC | 22.81K | 452.00K | +1881.4% |
| TT TRANE TECHNOLOGIES PLC | 20.02K | 353.08K | +1663.4% |
| Q QNITY ELECTRONICS INC | 3.15K | 52.65K | +1570.4% |
| APP APPLOVIN CORP | 23.32K | 313.17K | +1242.7% |
| BR BROADRIDGE FINL… | 13.02K | 157.91K | +1112.6% |
| ARE ALEXANDRIA REAL ESTATE… | 35.70K | 413.69K | +1058.8% |
| ESS ESSEX PPTY TR INC | 3.29K | 36.95K | +1023.4% |
| PRU PRUDENTIAL FINL INC | 14.37K | 160.13K | +1014.7% |
| VRSK VERISK ANALYTICS INC | 11.34K | 122.93K | +984.2% |
| ALB ALBEMARLE CORP | 6.40K | 65.89K | +929.4% |
| NOW SERVICENOW INC | 64.10K | 609.18K | +850.4% |
| SCHW SCHWAB CHARLES CORP | 227.20K | 2.12M | +833.1% |
| CNC CENTENE CORP DEL | 154.20K | 1.41M | +813.7% |
| FR FIRST INDL RLTY TR INC | 30.10K | 240.48K | +698.9% |
| AMP AMERIPRISE FINL INC | 29.20K | 231.29K | +692.1% |
| TEAM ATLASSIAN CORPORATION | 17.53K | 134.68K | +668.3% |
| KHC KRAFT HEINZ CO | 124.66K | 934.19K | +649.4% |
| AVB AVALONBAY CMNTYS INC | 38.54K | 285.69K | +641.2% |
| TDC TERADATA CORP DEL | 41.80K | 306.31K | +632.8% |
| SHW SHERWIN WILLIAMS CO | 2.51K | 15.90K | +533.8% |
| MDT MEDTRONIC PLC | 24.79K | 154.35K | +522.6% |
| VMC VULCAN MATLS CO | 5.63K | 34.59K | +514.6% |
| NBIX NEUROCRINE BIOSCIENCES… | 93.62K | 539.96K | +476.7% |
| STAG STAG INDUSTRIAL INC | 12.60K | 72.25K | +473.4% |
| PEG PUBLIC SVC ENTERPRISE… | 235.27K | 1.34M | +471.0% |
| NOC NORTHROP GRUMMAN CORP | 13.23K | 74.09K | +460.0% |
| GD GENERAL DYNAMICS CORP | 32.66K | 180.92K | +454.0% |
| MORN MORNINGSTAR INC | 1.60K | 8.60K | +437.5% |
| BAM BROOKFIELD ASSET… | 692.00K | 3.68M | +431.7% |
| USB US BANCORP | 321.04K | 1.68M | +423.1% |
| IBM INTERNATIONAL BUSINESS… | 44.09K | 223.50K | +407.0% |
| RPRX ROYALTY PHARMA PLC | 218.03K | 1.00M | +360.5% |
| XLC SELECT SECTOR SPDR TR | 106.51K | 484.14K | +354.5% |
| NDSN NORDSON CORP | 73.41K | 318.19K | +333.5% |
| SPOT SPOTIFY TECHNOLOGY S A | 8.45K | 36.49K | +332.0% |
| UNM UNUM GROUP | 25.20K | 108.00K | +328.6% |
| DVA DAVITA INC | 9.20K | 39.20K | +326.1% |
| OGE OGE ENERGY CORP | 226.43K | 944.80K | +317.3% |
| ON ON SEMICONDUCTOR CORP | 162.26K | 676.11K | +316.7% |
| TTC TORO CO | 92.50K | 383.77K | +314.9% |
| CVNA CARVANA CO | 2.98K | 12.22K | +309.2% |
| JBHT HUNT J B TRANS SVCS INC | 42.25K | 169.94K | +302.3% |
| RSP INVESCO EXCHANGE TRADED… | 1.01M | 3.98M | +294.8% |
| M MACYS INC | 366.36K | 1.44M | +293.1% |
| TSN TYSON FOODS INC | 4.26K | 16.51K | +287.6% |
| ROKU ROKU INC | 96.37K | 356.57K | +270.0% |
| SSNC SS&C TECH HLDGS | 245.18K | 906.81K | +269.9% |
| SCCO SOUTHERN COPPER CORP | 40.30K | 143.93K | +257.2% |
| EXP EAGLE MATLS INC | 2.06K | 7.10K | +244.3% |
| OKTA OKTA INC | 4.95K | 16.88K | +241.0% |
| MHK MOHAWK INDS INC | 3.40K | 11.50K | +238.2% |
| HUBS HUBSPOT INC | 24.12K | 80.51K | +233.8% |
| PII POLARIS INC | 25.61K | 82.28K | +221.3% |
| SUI SUN CMNTYS INC | 3.46K | 11.07K | +220.0% |
| LUV SOUTHWEST AIRLS CO | 10.70K | 33.60K | +214.0% |
| CIEN CIENA CORP | 64.50K | 200.34K | +210.6% |
| PKG PACKAGING CORP AMER | 1.52K | 4.62K | +203.5% |
| BMY BRISTOL-MYERS SQUIBB CO | 1.48M | 4.23M | +185.0% |
| WWD WOODWARD INC | 38.15K | 107.10K | +180.7% |
| FTNT FORTINET INC | 192.76K | 528.69K | +174.3% |
| QCOM QUALCOMM INC | 257.93K | 698.00K | +170.6% |
| TXG 10X GENOMICS INC | 165.25K | 445.98K | +169.9% |
| DG DOLLAR GEN CORP | 685.37K | 1.79M | +160.6% |
| ATKR ATKORE INC | 24.50K | 63.51K | +159.2% |
| GLW CORNING INC | 110.06K | 276.83K | +151.5% |
| FNV FRANCO NEV CORP | 77.47K | 191.99K | +147.8% |
| ROST ROSS STORES INC | 293.53K | 725.36K | +147.1% |
| LSTR LANDSTAR SYS INC | 10.40K | 25.44K | +144.6% |
| WBD WARNER BROS DISCOVERY… | 263.63K | 644.70K | +144.5% |
| FTV FORTIVE CORP | 407.19K | 992.96K | +143.9% |
| SYF SYNCHRONY FINANCIAL | 617.77K | 1.50M | +143.1% |
| HLNE HAMILTON LANE INC | 79.36K | 190.10K | +139.5% |
| CME CME GROUP INC | 231.01K | 549.94K | +138.1% |
| CMCSA COMCAST CORP NEW | 2.12M | 5.02M | +136.3% |
| MDB MONGODB INC | 38.06K | 89.84K | +136.0% |
| EVR EVERCORE INC | 15.21K | 35.70K | +134.7% |
| BBWI BATH & BODY WORKS INC | 69.00K | 160.80K | +133.0% |
| MAA MID-AMER APT CMNTYS INC | 96.48K | 224.74K | +132.9% |
| INTU INTUIT | 184.99K | 430.54K | +132.7% |
| HAS HASBRO INC | 134.00K | 305.50K | +128.0% |
| HTHT H WORLD GROUP LTD | 43.77K | 99.08K | +126.3% |
| TOL TOLL BROTHERS INC | 126.90K | 282.81K | +122.9% |
| GFL GFL ENVIRONMENTAL INC | 1.11M | 2.47M | +122.5% |
| WPC WP CAREY INC | 485.73K | 1.08M | +121.5% |
| SUNB SUNBELT RENTALS… | 615.69K | 1.34M | +118.4% |
| PYPL PAYPAL HLDGS INC | 499.37K | 1.08M | +116.3% |
| KR KROGER CO | 66.98K | 143.02K | +113.5% |
| KKR KKR & CO INC | 38.73K | 82.39K | +112.7% |
| BSX BOSTON SCIENTIFIC CORP | 1.49M | 3.12M | +110.1% |
| LOW LOWES COS INC | 5.08K | 10.62K | +108.9% |
| PNC PNC FINL SVCS GROUP INC | 65.77K | 135.57K | +106.1% |
| NMG NOUVEAU MONDE GRAPHITE… | 744.01K | 1.52M | +104.2% |
| TRV TRAVELERS COMPANIES INC | 200.12K | 407.01K | +103.4% |
| NKE NIKE INC | 223.75K | 451.56K | +101.8% |
| U UNITY SOFTWARE INC | 18.10K | 36.40K | +101.1% |
| PLD PROLOGIS INC. | 557.84K | 1.12M | +100.4% |
| OMF ONEMAIN HLDGS INC | 33.70K | 67.20K | +99.4% |
| HRL HORMEL FOODS CORP | 1.28M | 8.10K | -99.4% |
| LHX L3HARRIS TECHNOLOGIES… | 431.06K | 3.56K | -99.2% |
| DAL DELTA AIR LINES INC | 359.27K | 3.12K | -99.1% |
| TOST TOAST INC | 984.91K | 8.96K | -99.1% |
| SJM SMUCKER J M CO | 372.89K | 4.80K | -98.7% |
| UAL UNITED AIRLS HLDGS INC | 1.10M | 14.45K | -98.7% |
| CRBG COREBRIDGE FINL INC | 832.69K | 11.49K | -98.6% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
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